1098T Education Tax Credits
How do I obtain my 1098T form?
- Go to www.1098-t.com
- Click on "Access my record" in the menu on the left hand side
- Enter your Social Security Number and your last name
- Click on the "Login" button
- Enter your first name and date of birth (mm/dd/yyyy format)
- Click on "Next"
- Enter the four digit PIN number you selected
- Re-enter PIN to confirm
- Enter your mother's maiden name
- Click on "Finish"
- A page showing your name, address and other personal information will be displayed
- If you are enrolled in more than one school, select the year and school for which you would like to get the 1098-T form
- Print information from two links: "View my 1098-T tax form" and "View my financial information"
1098T forms will be generated for students who have a valid tax identification number on file with the Bursar Office and who have paid tuition and fee expenses in the tax year in question. For individuals, this is your social security number. If you do not have a social security number on file with the university a 1098T form will not automatically be generated for you.
*If you would like to obtain a 1098T form, you will need to fill out an IRS Form W-9S and submit it to the Bursar's Office.
- If the student was on full scholarship and no tuition and fees were paid. Some examples include RA/TA's, McDermott Scholars, AES Scholars, National Merit Scholars, and those with full grants.
- If payments were received either in 2009 or 2011 for classes taken in 2010, the expenses are not reflected in tax year 2010. When reviewing your records, please take into consideration actual payment dates.
- If a valid Social Security Number is not on file with the university. To update your social security number, complete the IRS Form W-9S. Forms may be submitted by email to bursarsoffice@utdallas.edu, by fax at 972-883-6464 or mailed to:
Why haven't I received my 1098-T form?
In certain situations, a 1098-T may not have been generated for you:
The University of Texas at Dallas
Bursar Office SSB 21800 W. Campbell Rd
Richardson, Tx 75080
If these situations do not apply to you, a 1098-T should have been generated and mailed to your permanent address listed in Galaxy.
If these situations do apply and you would like a 1098t manually created for you, please submit an IRS Form W-9S along with a copy of your driver's license/ student id to the Bursar's office either by email to bursarsoffice@utdallas.edu or by fax at 972-883-6464. The processing time is typically 2-4 business days.
For more information about 1098t forms, please visit our 1098t FAQ page.
Last Updated: January 10, 2012